All of your customers are still listed in alphabetical order on the main Insured page. Now you can search by Name, Insured ID, Producer, CSR, or Creation Date.

Appulate’s Documents section, under the Marketing tab, has just been updated to automatically include any forms that you have in the ‘Q&A/Forms’ section.

We’ve finally rolled out Uplink 3.0 — a huge update our team has been tirelessly working on for months.

In our effort to reduce the number of questions you see on the forms in Appulate we've taken a step to hide all of the irrelevant "Please explain" boxes that you don't need to answer.  Now, based on your answer to the previous question, you'll either see a space to put in an explanation if you answered the dependent question a certain way: 

Since Underwriters and CSRs typically work with particular agencies, we’ve decided to implement a new feature to reflect your business relations in Appulate.

We have released updates to our Work Comp Rater!

Have you ever wondered if a list of markets you often submit to can be fixed, so you don’t have to add them each time you make a new submission? Some of you have, that’s why, based on our customers’ feedback, we decided to automate these actions.

Uplink™ is a virtual printer that uniquely is able to convert forms from any management system into standard ACORD XML. This makes it easy to “print” customer information from your agency management system into Appulate or directly to carriers.

The updated Insured Portal is one of the features released as part of Appulate 11. The portal is available to insured users.